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Agenda

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Maria Herrell
Updated 3 days ago
The Agenda tab gives you a simple list view of all your to-do items, tasks, and events in Pipeline CRM. It’s especially useful when you want to filter and sort activities, or build views for things like daily agendas and weekly to-do reports.  οΏΌ



Agenda List View
The Agenda list view is ideal when you need to quickly scan and act on work. It presents tasks and events in a linear, sortable format so you can move fast. You can:
  • View all your to-dos, tasks, and events in one place.
  • Use list view controls to filter, sort, and customize columns.
  • Create reusable saved lists (great for repeat reporting and routines).
  • Use bulk actions to postpone, reassign, complete, or delete items.
Note: Click on the bookmark icon to set the Agenda List View as default.
To customize: If you wish to add or remove columns, click on the columns icon. And select the fields you need on your list.

To Filter: Hover over the column and click the funnel icon.

Bulk Update Agenda Items: Use bulk actions to postpone, reassign, complete, or delete agenda items.

Common Questions and Tips

How can I differentiate tasks from events? 
Tasks have due dates, while events do not. Events have start and end dates, whereas tasks do not. To keep them separate, it’s best to create a list where you can use the Task/Event field to filter.

How can I review my completed tasks or events? Add the Completed column, then filter it by Yes (completed), No (not completed), or Any to see all items.

Need help? Contact support at [email protected].
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